MDYV ETF Analysis: S&P 400 Mid Cap Value | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 2.565m USD | 12M Return: 18.8% | Charts, Fundamentals & Technical Analysis

Mid Cap, Value, U.S. Equity, Index Fund
Total Rating 59
Safety 65
Buy Signal 0.08
Mid-Cap Value
Category Rotation: -2.0
TER: 0.15%
AUM: 2.56B
Avg Turnover: 5.72M
Risk 3d forecast
Volatility15.8%
VaR 5th Pctl2.75%
VaR vs Median-3.54%
Reward TTM
Sharpe Ratio0.93
Rel. Str. IBD53
Rel. Str. Peer Group70
Character TTM
Beta0.840
Beta Downside0.883
Hurst Exponent0.503
Drawdowns 3y
Max DD22.58%
CAGR/Max DD0.62
CAGR/Mean DD3.13

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 0
Feb -0.0% 0
Mar -2.4% 16
Apr -0.1% 0
May +0.3% 0
Jun +0.5% 0
Jul +0.7% 45
Aug -0.6% 26
Sep -1.9% 44
Oct -0.8% 28
Nov +2.7% 63
Dec -0.4% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: MDYV S&P 400 Mid Cap Value

The SPDR S&P 400 Mid Cap Value ETF (MDYV) is a passively managed exchange-traded fund that seeks to track the performance of the S&P MidCap 400 Value Index. The fund invests at least 80% of its total assets in the securities comprising the underlying index and may hold a representative subset of those holdings to mirror the indexs overall risk and return profile. The underlying index targets the mid-capitalization value segment of the U.S. equity market, capturing medium-sized companies that typically trade at lower valuation multiples relative to their fundamentals.

MDYV has traded on the NYSE since its inception in November 2005 and falls within the Mid-Cap Value ETF category. As a passive index-tracking product, it does not engage in active stock selection or market timing; instead, portfolio composition is driven by the index methodology rather than discretionary investment decisions.

Headlines to Watch Out For
  • Fed rate cuts boost value over growth stocks
  • Mid-cap financials and industrials lead sector rotation
  • AUM growth drives expense ratio leverage on fees
What is the price of MDYV shares?

As of July 02, 2026, the stock is trading at USD 94.33 with a total of 67,478 shares traded. Over the past week, the price has changed by +0.70%, over one month by +3.87%, over three months by +10.74% and over the past year by +18.78%.

Current recommended Stop Loss: 91.60 (which is 2.9% or 2.5 ATR below the current price).

Is MDYV a buy, sell or hold?

S&P 400 Mid Cap Value has no consensus analysts rating.